Clifford Swan Investment Counsel’s Brookfield BN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.53M | Hold |
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|
2025
Q1 | $1.3M | Hold |
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|
2024
Q4 | $1.43M | Hold |
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|
2024
Q3 | $1.32M | Sell |
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|
2024
Q2 | $1.05M | Hold |
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|
2024
Q1 | $1.06M | Buy |
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|
2023
Q4 | $722K | Hold |
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|
2023
Q3 | $562K | Hold |
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|
2023
Q2 | $605K | Buy |
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|
2023
Q1 | $368K | Hold |
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|
2022
Q4 | $355K | Sell |
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|
2022
Q3 | $636K | Hold |
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|
2022
Q2 | $692K | Buy |
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|
2022
Q1 | $535K | Hold |
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|
2021
Q4 | $571K | Hold |
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|
2021
Q3 | $570K | Hold |
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|
2021
Q2 | $521K | Buy |
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|
2021
Q1 | $214K | Buy |
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